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CAPSX vs HBLAX
CAPSX vs HBLAX Comparison
Open Charts CAPSX vs HBLAX
CAPSX vs HBLAX Comparison Chart in %
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CAPSX vs. HBLAX commentary
Jul 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAPSX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.2B vs. CAPSX (671M). CAPSX pays higher dividends than HBLAX: CAPSX (3.70) vs HBLAX (3.18). CAPSX was incepted earlier than HBLAX: CAPSX (14 years) vs HBLAX (20 years). HBLAX (0.89) and CAPSX (0.88) have similar cost to investors . HBLAX is a more actively managed with annual turnover of: 90.00 vs. CAPSX (27.00). HBLAX has a lower initial minimum investment than CAPSX: HBLAX (2000) vs CAPSX (1000000). CAPSX annual gain was more profitable for investors over the last year : 12.62 vs. HBLAX (4.72). CAPSX return over 5 years is better than : 29.33 vs. HBLAX (6.34).
| CAPSX | HBLAX | CAPSX / HBLAX | |
| Total Expense Ratio | 0.65 | 0.89 | 73% |
| Annual Report Gross Expense Ratio | 0.88 | 0.89 | 99% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 5.486 | 4.706 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 671M | 11.2B | 6% |
| Annual Yield % from dividends | 3.70 | 3.18 | 117% |
| Returns for 1 year | 12.62 | 4.72 | 267% |
| Returns for 3 years | 39.15 | 19.87 | 197% |
| Returns for 5 years | 29.33 | 6.34 | 463% |
| Returns for 10 years | 81.78 | 40.65 | 201% |
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